See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: DST Service code 99 | Other Fees | $0 |
Filed as: DST SYSTEMS INC. Service code 99 · EIN 26-3584698 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,038 | $58,726-23.3% | $92,233-51.2% | $62,292-27.7% |
| Participation rate | 43.8% | 68.3%-24.6pp | 76.5%-32.7pp | 69.5%-25.7pp |
| Annual return | 10.93% | 43.62%-32.7pp | 176.28%-165.3pp | 28.90%-18.0pp |
| Employer contribution / active EE | $1,033 | $2,392-56.8% | $3,679-71.9% | $2,042-49.4% |
| Participant deferral / active EE | $1,863 | $2,766-32.6% | $3,897-52.2% | $3,169-41.2% |
| Admin fee / account holder | $87 | $556-84.4% | $5,194-98.3% | $479-81.8% |